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How do I change a payment method for a transaction that is already in Money Management?

In order to change the payment method for a transaction that is already in Money Management, simply perform the following steps:

  1. Click on the transaction for which you wish to change the payment method.
  2. The Transaction Options pop-up appears. Select Change the payment method option and click OK.
  3. Select the desired payment method for the transaction (Cash, Check, or Account on File) and click OK.
  4. Click Yes to confirm you want to change the payment method.

Once you have completed these steps, the payment method for the transaction has been changed.